Suppose that you have two servers (CRM and GP) that are physically different servers with named instances. You have data in your CRM server that you want to expose through the GP server. In order to do this, I did some research that I found very interesting and very successful. My goal in this process
Read MoreWe have a client who licenses both Dynamics GP and CRM through our NjevityToGo environment. They have CRM users who do not use Dynamics GP. They only have a CRM license. However, pledges and donations will be entered into Dynamics GP. The CRM users need to see the donations and pledges as entered into line
Read MoreFacebook and (gasp) Twitter are excellent ways of holding a conversation with customers and prospects. I prefer Facebook due to the nature of the conversation that can be accomplished. However, let’s look at what makes this successful. First, setup a Facebook Fan Page, not a Group. A Group is good for more tight-knit groups
Read MoreGetting Started …. Determining the appropriate IT infrastructure required to support Microsoft Dynamics CRM is very dependent on your business’s particular scenario. By performing Architecture and Scoping Assessments on your current IT infrastructure prior to implementation can determine the architecture changes required for your project. Following the SQL Server requirements and recommendations for Microsoft Dynamics
Read More“I get this cryptic error message.” “I entered and posted a transaction that was wrong. What do I do?” “I tried everything that CustomerSource said to do but it doesn’t fix the issue.” When do you need to get a consultant involved and why? Any of the three statements above should be an indicator to
Read MoreMicrosoft’s commitment is strong than ever. It’s no wonder they rank very high as the customer relationship management software solution for businesses of all sizes. Sales of Microsoft Dynamics CRM have reach over the million user mark. Microsoft’s current release of CRM is Microsoft Dynamics CRM 4.0 with a new release expected in the later part of
Read MoreDeploying CRM in an organization brings about changes in business processes and modifies employee behavior. CRM can touch every department in an organization from sales, finance, production, to customer service. CRM places the customer at the center of your business. This shift to customer-centric affects the entire organization and can require changes to processes and
Read MoreHere is a case study on one of Njevity’s customers, Pacifico’s, in which Scribe Software was used to integrate online orders into Microsoft Dynamics GP. Pacifico’s Beauty Products is a leading distributor of Aveda brand products, serving over 200 salons and spas in a six-state region stretching from Montana to New Mexico. Traditionally, salons would
Read MoreThe acronymn CRM stands for Customer Relationship Management and refers to automation of the marketing, sales and customer service areas of a business. Out of the box, the Microsoft Dynamics CRM application handles all three areas. The acronymn xRM is where the MS CRM program doesn’t stop as just an out of the box application,
Read MoreOk—you know Njevity is a Microsoft Gold Certified Partner and you know Njevity is a Microsoft Small Business Specialist. But did you know Njevity is a 100% Microsoft partner? What do I mean by that? I mean that all we sell and support externally is Microsoft but also all we use internally each day is
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